Client Story: Asset Servicing Company
Reducing Time to Onboard New Clients for Asset Servicing Leader
The back story
An asset servicing leader needed to speed up onboarding of assets from new clients. Their current process was bottlenecked by the need to have SMEs read through a vast number of documents to arrive at a standard reporting format.
The solution
We developed and implemented an LLM (Large Language Model) based solution that rapidly researches thousands of documents and recommends a new standardized reporting format to the SMEs in a workflow to expedite their review.
